Learn how to create and upload Word document templates in MRI Vault for email and print communication.

This article covers:

• Create and upload a Word document template
• Edit, copy, or download a Word template

MRI Vault supports two types of letter templates: Cloud and Word, so you can choose the format that best suits your office workflow.

Create and upload a Word document template

Start by building your template in Microsoft Word using MRI to Vault’s merge fields. Once ready, follow these steps to upload it to Vault.

1. Go to Letters/Action Lists > Word Doc Templates
2. Click Create New Document in the bottom-right corner
3. Either click to upload or drag and drop your Word document
4. Fill in the following details:

• Name - Give your template a clear, descriptive name
• Visible To - Choose who can view the template (e.g., everyone, a team, or a specific user)
• Editable By - Choose who can edit the template
• Visible in - Select the folder where the template will be stored
  

5. Click Save to add the template to your library

You can now generate this letter for a contact and property.

Edit, copy, or download a Word template

Once uploaded, you can easily manage your Word templates.

1. Go to Letters/Action Lists > Word Doc Templates
2. Select a folder to locate your letter
3. Click the template name to download and edit it

To copy:

1. Go to Letters/Action Lists > Word Doc Templates
2. Select a folder to locate your letter
3. Click the spanner icon in the bottom-right corner of the template
   
4. Click Create a Copy

What's next?

Learn how to create and manage folders to organise files, templates, and stored content across your workspace, and add images to your templates using their URL.